2024-09-11T10:32:55-05:00 2023-12-31 364049282 PASQUESI SHEPPARD LLC 585 BANK LANE LAKE FOREST IL 60045 990 2023-01-01 237104524 ALLIANCE FOR THE GREAT LAKES ALLI 3129390838 150 N MICHIGAN AVENUE 750 CHICAGO IL 60601 JOEL BRAMMEIER PRESIDENT & CEO 3129390838 2024-09-11 1 0 DENNIS P O'BRIEN P00008832 8472345000 2024-09-11 2023 2024-08-08 14:25:15Z JOEL BRAMMEIER 150 N MICHIGAN AVENUE 750 CHICAGO IL 60601 3876194 0 X WWW.GREATLAKES.ORG X 1971 IL TO CONSERVE AND RESTORE THE WORLD'S LARGEST FRESH WATER RESOURCE USING POLICY, EDUCATION AND LOCAL EFFORTS, ENSURING A HEALTHY GREAT LAKES AND CLEAN WATER FOR GENERATIONS OF PEOPLE AND WILDLIFE. 19 19 32 9133 0 0 4046077 3636903 0 20599 88736 203040 354329 -108259 4489142 3752283 0 0 0 0 2631320 2883888 0 0 511252 1509779 1420253 4141099 4304141 348043 -551858 11555207 11591336 1023075 943859 10532132 10647477 X TO CONSERVE AND RESTORE THE WORLD'S LARGEST FRESH WATER RESOURCE USING POLICY, EDUCATION AND LOCAL EFFORTS, ENSURING A HEALTHY GREAT LAKES AND CLEAN WATER FOR GENERATIONS OF PEOPLE AND WILDLIFE. 0 0 1771385 20599 ENGAGEMENT: ENGAGEMENT OF PEOPLE IS HOW WE GROW A CREDIBLE AND LASTING VOICE FOR THE GREAT LAKES. 2023 MARKED 20 YEARS OF COLLECTING LITTER DATA THROUGH OUR ADOPT-A-BEACH PROGRAM, WHICH IS THEN PROVIDED TO RESEARCHERS ACROSS THE GLOBE TO BEGIN TO FILL THE MASSIVE GAP IN RESEARCH REGARDING FRESHWATER PLASTIC POLLUTION AND ITS EFFECTS ON PEOPLE AND WILDLIFE. THE ALLIANCE CONTINUED TO GROW ITS AMBASSADORS PROGRAM THAT TRAINS ADVOCATES TO SPEAK ON BEHALF OF THE GREAT LAKES IN COMMUNITIES ACROSS THE GREAT LAKES REGION. 679792 LOCAL PARTNERSHIPS: LOCAL PARTNERSHIPS BUILD MORE CAPACITY FOR GREAT LAKES WATER PROTECTION AT THE COMMUNITY LEVEL. IN CLEVELAND, WE WORK WITH THE MAYOR'S STAFF AND VARIOUS LOCAL AGENCIES TO DEVELOP LEAD SERVICE LINE MAPPING AND AN EQUITABLE STRATEGY AND TIMELINE FOR REPLACEMENT. WE STRENGTHENED THE CLEVELAND ENVIRONMENTAL ADVOCACY COALITION, DEVELOPING JOINT POLICY PRIORITIES AND AN ADVOCACY STRATEGY FOR A VARIETY OF GREEN AND BLUE ISSUES IN CLEVELAND. IN CHICAGO, THE ALLIANCE WAS INVITED TO SUPPORT LOCAL ENVIRONMENTAL JUSTICE LEADERS TO DRAFT SUCCESS METRICS FOR THE CITY'S LEAD SERVICE LINE REPLACEMENT, WATER AFFORDABILITY AND WATER GOVERNANCE PROGRAMS. 722303 WATER ADVOCACY: WATER ADVOCACY IS HOW THE ALLIANCE WORKS TO IMPROVE THE FEDERAL AND STATE PROGRAMS, POLICIES AND FUNDING NECESSARY TO PROTECT, CONSERVE AND RESTORE THE GREAT LAKES AND HEALTHY WATER. IN 2023, THE ALLIANCE WORKED TO SECURE APPROPRIATED FUNDING OF THE GREAT LAKES RESTORATION INITIATIVE (GLRI) TOTALING $368 MILLION FOR FY2023. WE RELEASED A NEW STUDY THAT DETAILS THE INVESTMENTS NEEDED TO SIGNIFICANTLY CURB AGRICULTURAL POLLUTION IN WESTERN LAKE ERIE, AND THAT CURRENT FUNDING PLANS ARE WOEFULLY INADEQUATE. OUR WORK HELPED SECURE $114 MILLION FROM THE STATES OF MICHIGAN AND ILLINOIS TO FUND THE NON-FEDERAL PORTION OF A PROJECT TO PREVENT THE INTRODUCTION OF INVASIVE CARP INTO THE GREAT LAKES. WE ADVOCATED FOR AND WON PROTECTIONS AGAINST PLASTIC POLLUTION IN THE STATE OF ILLINOIS. AND WE CONTINUE TO CONVENE THE NATIONAL STATE REVOLVING FUND (SRF) ADVOCATES FORUM TO ANALYZE AND MAKE RECOMMENDATIONS OF HOW FUNDING IS ALLOCATED FOR DRINKING, SEWAGE AND STORMWATER INFRASTRUCTURE IMPROVEMENTS IN THE GREAT LAKES TO ENSURE THAT EQUITABLE INVESTMENTS ARE MADE IN COMMUNITIES THAT HAVE SUFFERED FROM DECADES OF DISINVESTMENT AND POOR WATER QUALITY. 3173480 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL IN NY OH WI MN X X THE ORGANIZATION 3129390838 150 N MICHIGAN AVENUE SUITE 750 CHICAGO IL 60601 BILL HENRY SECRETARY 1.00 X X 0 0 0 DAVID SCHMAHL BOARD MEMBER 1.00 X 0 0 0 QUENTIN JAMES BOARD MEMBER 1.00 X 0 0 0 JO-ELLE MOGERMAN BOARD CHAIR 1.00 X X 0 0 0 VANESSA TEY IOSUE VICE CHAIR POLICY 1.00 X X 0 0 0 THOMAS LANGMYER CHAIR NOMINATIONS 1.00 X X 0 0 0 KIMBERLY HILL KNOT BOARD MEMBER 1.00 X 0 0 0 CANDACE LAROCHELLE BOARD MEMBER 1.00 X 0 0 0 SUSAN MCDERMOTT TREASURER 1.00 X X 0 0 0 LAURA PAYNE VICE CHAIR DEVELOPMENT 1.00 X X 0 0 0 NICOLE CHAVAS BOARD MEMBER 1.00 X 0 0 0 CHRIS WINTERS BOARD MEMBER 1.00 X 0 0 0 KATHERINE JONES BOARD MEMBER 1.00 X 0 0 0 DANIEL GUZMAN BOARD MEMBER 1.00 X 0 0 0 TIM FRICK BOARD MEMBER 1.00 X 0 0 0 DR ALAN STEINMAN BOARD MEMBER 1.00 X 0 0 0 DAVID HACKETT BOARD MEMBER 1.00 X 0 0 0 WREN MONTGOMERY BOARD MEMBER 1.00 X 0 0 0 SRI VEDACHALAM BOARD CHAIR 1.00 X 0 0 0 JOEL BRAMMEIER PRESIDENT & CEO 40.00 X 204334 0 18359 MOLLY FLANAGAN CHIEF OPERATING OFFICER 40.00 X 171365 0 10003 CRYSTAL DAVIS VP OF POLICY AND STRATEGIC ENGAGEMENT 40.00 X 132940 0 13783 KELLY FARLEY VICE PRESIDENT OF FINANCE 40.00 X 115557 0 13943 ANGELA LARSEN PLANNING DIRECTOR 40.00 X 123450 0 8939 DONALD JODREY DIRECTOR FEDERAL RELATIONS 40.00 X 117975 0 1786 THOMAS ZIMNICKI AGRICULTURE & RESTORATION POLICY DIRECTOR 40.00 X 120508 0 7501 986129 0 74314 7 0 1 0 0 132433 50069 3454401 23044 3636903 CONTRACT REVENUES 541900 20599 20599 20599 203040 203040 15652 132433 123911 -108259 -108259 3752283 20599 0 94781 X 404059 264456 71882 67721 1969984 1289349 350461 330174 328365 214914 58416 55035 181480 118778 32285 30417 29200 29200 884053 877796 6257 26251 26113 138 8872 6680 1082 1110 110394 95002 15392 47648 43637 680 3331 62793 58612 4181 44270 33332 5400 5538 SUPPLIES 78666 68839 2925 6902 MISCELLANEOUS 67077 29573 36517 987 TELEPHONE AND INTERNET 36047 27141 4397 4509 POSTAGE AND SHIPPING 24982 19258 196 5528 4304141 3173480 619409 511252 2983415 3004108 1421085 709352 157825 71059 83217 102339 381995 330613 91070 51382 5296317 6144695 1522278 1508401 11555207 11591336 335642 322900 687433 620959 1023075 943859 X 7163968 7778377 3368164 2869100 10532132 10647477 11555207 11591336 -551858 667203 0 X X 0 1 X 1 0 X 4134104 3276121 5381201 3894143 3586834 20272403 4134104 3276121 5381201 3894143 3586834 20272403 5464452 14807951 33006 28643 17197 88736 203040 370622 20643025 298027 0.71730 0.71820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34078 39502 73580 3099900 3173480 308674 77169 0 0 280213 174548 307457 308674 1070892 1606338 33053 19988 68788 73580 195409 70053 43637 76864 77169 267723 401585 7985 11569 34078 53632 8917431 1285714 754059 1770561 9186643 5215573 5914995 -241879 1971258 8917431 2830482 2910798 26829 552536 5215573 4137053 920050 296331 2522952 2830482 3178534 2345449 125953 1512883 4137053 0.68769 0.08806 0.22426 0 0 5916 822 5095 376079 329791 46287 51382 INTEREST IN PERPETUAL TRUST 808942 OPERATING LEASE RIGHT-OF-USE ASSET 673434 SECURITY DEPOSITS 26025 1508401 NONCURRENT PORTION OF LEASE LIABILITY 620959 620959 X 5254202 667203 710805 123911 1501919 3752283 0 3752283 5138857 710805 123911 834716 4304141 0 4304141 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF DONOR-RESTRICTED FUNDS AS WELL AS BOARD-DESIGNATED FUNDS WHICH ARE INTENDED AS A FINANCIAL RESERVE TO SUPPORT THE GROWTH AND SUSTAINABILITY OF THE ORGANIZATION. PART X, LINE 2: MANAGEMENT PERIODICALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST EVENT REVENUES 123,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES NETTED AGAINST EVENT REVENUES 123,911. GREAT BLUE BENEFIT 147423 132433 14990 17093 21364 12155 60681 OTHER EVENTS 662 662 1460 11158 148085 132433 15652 17093 22824 12155 71839 123911 -108259 X X X 0 0 0 0 0 0 0 0 0 JOEL BRAMMEIER PRESIDENT & CEO 204334 0 0 0 0 0 11865 0 6494 0 222693 0 0 0 MOLLY FLANAGAN CHIEF OPERATING OFFICER 171365 0 0 0 0 0 9230 0 773 0 181368 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD TREASURER ON BEHALF OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ALLIANCE MONITORS ALL SITUATIONS OR TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST ON AN ONGOING BASIS AND ALSO EXPECTS THAT BOARD MEMBERS AND KEY EMPLOYEES WOULD BRING ANY SUCH POTENTIAL CONFLICTS TO THE ATTENTION OF THE EXECUTIVE COMMITTEE IN COMPLIANCE WITH THE STATED POLICY OF THE ALLIANCE. DETERMINATIONS OF WHETHER CONFLICTS OF INTEREST EXIST ARE MADE BY THE EXECUTIVE COMMITTEE UPON REVIEW OF THE SITUATION OR TRANSACTION IN QUESTION. IF THE EXECUTIVE COMMITTEE DETERMINES THAT THERE IS A PERSON WITH A POTENTIAL CONFLICT OF INTEREST, THAT PERSON IS THEN PROHIBITED FROM PARTICIPATING IN THE GOVERNING BOARD'S DELIBERATIONS AND DECISIONS REGARDING THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE CHARIMAN OF THE BOARD AND APPROPRIATE EXECUTIVE COMMITTEE MEMBERS WITH INPUT FROM INDEPENDENT PERSONS AS DEEMED NECESSARY. INFORMATION IS OBTAINED FROM SURVEYS AND OTHER SOURCES FOR COMPARISON PURPOSES. DELIBERATIONS IN DETERMINING COMPENSATION AND THE BASIS FOR DECISIONS REACHED ARE DOCUMENTED BY THE EXECUTIVE COMMITTEE MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 877,796. MANAGEMENT AND GENERAL EXPENSES 6,257. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 884,053. FORM 990: PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WITH RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.